DFPG | Diversify Advisor Network

The Future of Wealth Management

Founded by experienced advisors and industry leaders, DFPG has designed an institutional quality investment platform, coupled with the personal touch and support of a true partnership.

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About DFPG Investments

From its inception in 2011, the DFPG vision has remained consistent. DFPG has sought to create a family-like culture, an institutional platform, and an experience that allows wealth management firms to differentiate themselves, maintain their entrepreneurial autonomy, and most importantly, to protect and properly serve investors.

Founded by experienced advisors, DFPG’s leadership team recognized significant gaps in the wealth management and financial services industry. DFPG was carefully constructed to address these gaps. Part of this construction has taken place through proactive industry involvement and participation. Whether it be with the regulatory community, alternative investment industry, financial planning associations, or through legal and legislative influence, DFPG has remained committed to the successful advancement of the financial services industry.

DFPG firmly believes that the opportunities within the wealth management industry have never been greater, and intends to pursue those opportunities in further improving the platform and experience for advisors and their investors.

Integration & Collaboration

DFPG provides a flexible and robust platform of investment management solutions designed to assist advisors in gathering assets, and more efficiently and effectively managing those assets.

The DFPG Managed Solutions Platform is a centralized, turnkey asset management solutions that allows advisors to focus on client relationships. The platform provides sleeves whereby advisors can select from a versatile set of model portfolios ranging from ETFs, Equities, Mutual Funds, Fixed Income, SMAs and UMAs. For advisors seeking more customized and comprehensive solutions, the DMS Platform provides a mix of tactical and custom Designer Series portfolios. DFPG and their partners assist with portfolio construction, monitoring, repositioning, tax optimization and portfolio audits.

Alternative Investments

At DFPG, we believe that alternative investments can play an important role in helping investors construct a proper portfolio. DFPG provides alternative investment solutions in Private Equity, Private Credit, Real Estate, and more. Alternative investments may provide critical benefits to advisors and their clients, but they can also present significant risks to investors. Although no level of due diligence and expertise can completely mitigate those risks, it is crucial for advisors to find a partner who will deliver a carefully selected suite of alternative investment solutions.

For advisors and registered representatives to effectively participate in the alternative investments space, it is critical for them to have access to an elite level of education, resources, and expertise. They must understand the nuances of the products they offer, the potential risks and benefits of those products, and how they may or may not fit into an investor’s portfolio. Through their experience, due diligence, education initiatives, and industry leadership, DFPG has assembled a team and a culture that seeks to provide that critical level of support.

The DFPG alternative investments team has decades of experience in alternative investments, and are a recognized leader in the industry. DFPG CEO, Mike Bendix, is the former President of the Alternative & Direct Investment and Securities Association (“ADISA”), the nation’s largest trade association for alternative and direct investments. Furthermore, ADISA awarded DFPG, and certain of its executives, with the ACE Award, President’s Award, and Distinguished Service Award, recognizing their leadership and positive impact in the alternative investment industry.

Diversify Advisor Network

We have strived to cultivate a family-like culture, an institutional platform and an immersive experience that enables advisors and wealth management firms to differentiate themselves, retain their entrepreneurial autonomy, and, most importantly, protect and serve investors effectively.

We have strived to cultivate a family-like culture, an institutional platform and an immersive experience that enables advisors and wealth management firms to differentiate themselves, retain their entrepreneurial autonomy, and, most importantly, protect and serve investors effectively. Founded and operated by seasoned advisors, the Diversify leadership team identified notable inefficiencies in the tools, resources, and offerings accessible to advisors and their clients. Diversify was carefully crafted to address these inefficiencies and facilitate transformative growth for our valued advisor partners.

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The Future of Wealth Management

About Us

Integration & Collaboration

Alternative Investments

Diversify Advisor Network

About DFPG Investments

Integration & Collaboration

Alternative Investments

Diversify Advisor Network

Start a Conversation

Call 801-838-9999 or Send an Email Below

Start a Conversation